2026-01-30T09:47:40-06:00 2025-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-07-01 391711388 COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC COMM 6087580883 121 N PARKER DR JANESVILLE WI 53545 WYATT JACKSON PRESIDENT/CEO 6087580883 2026-01-27 1 1 MIKE HABLEWITZ CPA P01259157 6082744020 2026-01-27 2024 2025-03-06 01:10:19Z WYATT JACKSON 121 N PARKER DR JANESVILLE WI 53545 81090921 0 X WWW.CFSW.ORG X 1991 WI THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN, INC. IS A TAX-EXEMPT NOT-FOR-PROFIT PHILANTHROPIC GRANTING ORGANIZATION THAT MATCHES PERSONAL PHILANTHROPY WITH COMMUNITY NEEDS THROUGH GRANTS AND SCHOLARSHIPS FROM ENDOWED AND NON-ENDOWED FUNDS. 13 13 14 562 0 0 5215055 7900104 946635 1017146 3498982 6954866 52016 64640 9712688 15936756 4021530 4783877 0 0 704622 784942 0 0 189128 1617210 1586209 6343362 7155028 3369326 8781728 92270332 105461928 6958358 7636651 85311974 97825277 X THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN, INC. IS A TAX-EXEMPT NOT-FOR-PROFIT PHILANTHROPIC GRANTING ORGANIZATION THAT MATCHES PERSONAL PHILANTHROPY WITH COMMUNITY NEEDS THROUGH GRANTS AND SCHOLARSHIPS FROM ENDOWED AND NON-ENDOWED FUNDS. THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN HAS BEEN RECOGNIZED AS MEETING THE HIGHEST STANDARDS FOR COMMUNITY FOUNDATIONS NATIONWIDE BY THE COMMUNITY FOUNDATIONS NATIONAL STANDARDS BOARD. THE COMMUNITY FOUNDATIONS NATIONAL STANDARDS BOARD MEASURES QUALITY, INTEGRITY AND ACCOUNTABILITY IN SIX KEY AREAS OF COMMUNITY FOUNDATION OPERATIONS: MISSION, STRUCTURE, AND GOVERNANCE; RESOURCE DEVELOPMENT; STEWARDSHIP AND ACCOUNTABILITY; GRANT MAKING AND COMMUNITY LEADERSHIP; DONOR RELATIONS; AND COMMUNICATIONS. THE COMMUNITY FOUNDATIONS NATIONAL STANDARDS BOARD HAS REACCREDITED THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN UNTIL 2026. 0 0 4547049 3575990 760326 THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN CURRENTLY HAS 955 COMPONENT FUNDS SUPPORTING A VARIETY OF CHARITABLE INTERESTS INCLUDING THE ARTS, EDUCATION, THE ENVIRONMENT, HEALTH AND HUMAN SERVICES, AND HISTORIC PRESERVATION. DURING THE YEAR THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN PROVIDED GRANTS TO MORE THAN 289 NONPROFIT ORGANIZATIONS TO SUPPORT THEIR CHARITABLE ACTIVITIES. 1535888 1207887 256820 THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN ADMINISTERS A VARIETY OF SCHOLARSHIP FUNDS THAT WERE ESTABLISHED BY INDIVIDUALS, CIVIC ORGANIZATIONS, AND BUSINESSES THROUGHOUT OUR SERVICE AREA. EACH SCHOLARSHIP IS UNIQUE AND SUPPORTS STUDENTS WITH A VARIETY OF BACKGROUNDS, AGES, EDUCATIONAL GOALS, AND ECONOMIC LEVELS. DURING THE YEAR THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN PROVIDED SCHOLARSHIPS TO 471 STUDENTS FOR POST-SECONDARY EDUCATION. 6082937 1 1 0 0 0 1 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 4 14 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X LORI MELBY 6087580883 121 N PARKER DR JANESVILLE WI 53545 MARY JO VILLA CHAIR 2.00 X X 0 0 0 SCOTT GELZER VICE CHAIR 2.00 X X 0 0 0 FRED KOSTER TREASURER 2.00 X X 0 0 0 GINNY BEAN SECRETARY 2.00 X X 0 0 0 TODD SCHLUESCHE IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 ELLE SWART MEMBER AT LARGE 1.00 X 0 0 0 KELLY BAUER DIRECTOR 1.00 X 0 0 0 ERIN OGDEN DIRECTOR 1.00 X 0 0 0 JIM CRIPE DIRECTOR (THRU OCT) 1.00 X 0 0 0 DAN WINTER DIRECTOR 1.00 X 0 0 0 RON SPIELMAN DIRECTOR 1.00 X 0 0 0 NANCY NELSON DIRECTOR (THRU OCT) 1.00 X 0 0 0 KIM MARKHAM DIRECTOR 1.00 X 0 0 0 JENNIFER PALZKILL DIRECTOR 1.00 X 0 0 0 TIM MIDDLETON DIRECTOR 1.00 X 0 0 0 WYATT JACKSON PRESIDENT/CEO 40.00 X 139583 0 14898 139583 0 14898 1 0 1 0 0 93668 1187064 6619372 168361 7900104 PROGRAM FEES 523991 1017146 1017146 1017146 2704925 2704925 69335215 65085274 4249941 4249941 4249941 119166 93668 68891 50275 50275 14365 0 14365 14365 15936756 1017146 0 7019506 3575990 3575990 1207887 1207887 161022 53107 76184 31731 496760 163945 235925 96890 26497 8685 12086 5726 51994 17042 23716 11236 48669 15952 22200 10517 33618 33618 302727 302727 7506 7506 11044 11044 38294 3499 15404 19391 81272 81272 51396 16961 24414 10021 14490 4782 6882 2826 12205 12205 1476 1476 4052 1338 1924 790 DONOR/FUND EXPENSE 1013749 1013749 BAD DEBT EXPENSE 10035 10035 MEMBERSHIP DUES 3650 3650 695 695 7155028 6082937 882963 189128 334535 292128 6992 7307 343728 219659 430 5 8050 8050 1476 0 91516647 104901911 66524 40918 92270332 105461928 63031 81341 2820947 3112260 4074380 4443050 6958358 7636651 X 84795843 97425465 516131 399812 85311974 97825277 92270332 105461928 X 8781728 4125506 -393931 X 0 1 X 1 0 X 5599303 6730279 6351677 5215055 7900104 31796418 5599303 6730279 6351677 5215055 7900104 31796418 4549542 27246876 1259323 1499594 1728202 2193722 2704925 9385766 41182184 4854315 0.66160 0.70240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90 31 450157 271208 902627 125700 10027417 4039352 1 1 8050 8050 0 0 POOLED INVESTMENT FUNDS 104901911 F 104901911 LIABILITY TO LIFE BENEFICIARY 6652 DISCOUNT FOR FUTURE INTEREST 36211 FUNDS HELD FOR BENEFIT OF OTHERS 4358942 OPERATING LEASE LIABILITIES 33655 FINANCE LEASE LIABILITIES 7590 4443050 19272213 4125506 -858940 3266566 16005647 -68891 -68891 15936756 6758910 -93391 -93391 6852301 302727 302727 7155028 PART XI, LINE 2D - OTHER ADJUSTMENTS: NET INVESTMENT ACTIVITY IN FUNDS HELD FOR OTHER ORGANIZATIONS -464,236. CONTRIBUTIONS FROM FUNDS HELD FOR OTHERS -91,977. INVESTMENT FEES -302,727. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON PART VIII, LINE 8B -68,891. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON PART VIII, LINE 8B 68,891. EXPENSES IN FUNDS HELD FOR OTHER ORGANIZATIONS -162,282. MONSIGNOR THOMAS F CAMPION SPECIAL 29094 8934 20160 6205 850 5403 3528 THE WOMEN'S FUND SPECIAL PROJECTS 23839 14134 9705 4145 1636 124 12 134146 62893 71253 1195 12191 200 25413 187079 85961 101118 6205 2045 21739 1836 29065 60890 40228 1 AGRACE HOSPICE & PALLIATIVE CARE 2901 N WRIGHT ROAD JANESVILLE WI 53546 391319537 501(C)3 15914 0 GENERAL SUPPORT FOR HEALTHCARE OPERATIONS ALLAMAKEE NEW BEGINNING INC - IOWA FOOD HUB PO BOX 195 DECORAH IA 52101 262480557 501(C)3 10000 0 SUPPORT FOR FOOD TRUCK ARGYLE SCHOOL DISTRICT 14665 HWY 78 PO BOX 256 ARGYLE WI 53504 396000727 SCHOOL 19091 0 ART ROOM SUPPLIES, CLASSROOM SUPPLIES, BOOKS, LARGE TELEVISIONS, LAPTOPS, BABY SIMULATORS BENTON SCHOOL DISTRICT 41 ALMA STREET PO BOX 7 BENTON WI 53803 396000940 SCHOOL 5184 0 SCHOOL DISTRICT MAIN STREET SIGNAGE BLACK HAWK SCHOOL DISTRICT 202 E CENTER ST PO BOX 303 SOUTH WAYNE WI 53587 391088178 SCHOOL 10736 0 CLASSROOM SUPPLIES, COMPUTER BASED LEARNING SYSTEM, OUTDOOR SPEAKER SYSTEM BOYS & GIRLS CLUB OF JANESVILLE 200 W COURT ST JANESVILLE WI 53546 391645796 501(C)3 195324 0 BUILDING SUPPORT, OPERATIONS SUPPORT, CAPITAL CAMPAIGN SUPPORT, EDUCATIONAL PROGRAMMING BREAKTHROUGH T1D - JDRF - WISCONSIN CHAPTER PO BOX 5064 HAGERS TOWN MD 21741 231907729 501(C)3 6500 0 EVANSVILLE 4TH OF JULY FUN RUN BRIDGING BRIGHTER SMILES 711 W MORELAND BLVD SUITE 204 WAUKESHA WI 53188 454063576 501(C)3 5262 0 SCHOOL DISTRICT BASED DENTAL HYGIENE PROGRAM, CHARITABLE PROJECT BRIGHT BEGINNINGS PRESCHOOL AND CHILDCARE INCORPORATED 1724 14TH ST MONROE WI 53566 881688528 501(C)3 5500 0 CLASSROOM EXPANSION CARING FOR KIDS INC PO BOX 969 NEW GLARUS WI 53574 814519201 501(C)3 6400 0 FOOD PROGRAM FOR KIDS CHICAGO ADVENTURE THERAPY PO BOX 13062 CHICAGO IL 60613 421714477 501(C)3 10000 0 ANDREA KNEPPER PROJECT CHILDREN'S MUSEUM OF ROCK COUNTY PO BOX 8042 JANESVILLE WI 535478042 261202256 501(C)3 125750 0 BUILDING SUPPORT CITY OF EVANSVILLE PO BOX 529 EVANSVILLE WI 53536 396005445 GOVERNMENT 5263 0 PORTABLE RADIOS CITY OF LANCASTER 206 S MADISON STREET LANCASTER WI 53813 396005501 GOVERNMENT 212725 0 THEATER SOUND SYSTEM, ASH TREE REPLACEMENT, FIRE STATION RENOVATION, SHADE CANOPY INSTALLATION CITY OF MONROE 1110 18TH AVENUE MONROE WI 53566 396005538 GOVERNMENT 15650 0 MANTENANCE AND DEVELOPMENT OF CITY PARKS, RECREATIONAL PROGRAMMING, PICKLEBALL COURT, SPECIAL NEEDS PROGRAMMING FOR YOUTH AND ADULTS CITY OF SHULLSBURG 190 N JUDGEMENT ST PO BOX 580 SHULLSBURG WI 53586 396005605 GOVERNMENT 10000 0 SWIMMING POOL SOLAR COVER SYSTEM COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES 20 ECLIPSE CENTER BELOIT WI 53511 391052077 501(C)3 10500 0 FOOD SUPPORT FOR CHILDREN, CHILDCARE COULEECAP INC 201 MELBY STREET WESTBY WI 54667 391077614 501(C)3 16500 0 FOOD SECURITY & OUTREACH PROGRAM, FOOD VOUCHER PROGRAM, HOMELESS PREVENTION PROGRAM, CRAWFORD STEWARDSHIP PROJECT PO BOX 284 GAYS MILLS WI 54631 261210395 501(C)3 5958 0 CONSERVATION EDUCATION EVENTS, COMMUNITY PASTURES PROGRAM DARLINGTON COMMUNITY SCHOOL DISTRICT 11630 CENTER HILL RD DARLINGTON WI 53530 396001618 SCHOOL 7838 0 CLASSROOM SUPPLIES, FIELD TRIPS, BOOKS, INSTRUCTIONAL PROJECTS ECHO INC 65 S HIGH STREET JANESVILLE WI 53548 391222279 501(C)3 17029 0 GENERAL SUPPORT ELKHORN AREA SCHOOL DISTRICT 3 NORTH JACKSON STREET ELKHORN WI 53121 396023761 SCHOOL 7380 0 DECODABLE BOOKS, SUPPORT FOR ANGEL FUND, SUPPORT FOR EMPOWERMENT FUND, CHRISTMAS SHOPPING FOR FAMILIES EVANSVILLE COMMUNITY SCHOOL DISTRICT 340 FAIR STREET EVANSVILLE WI 53536 396001947 SCHOOL 68170 0 GENERAL SUPPORT, SCHOOL DISTRICT COMMUNITY EVENTS, ON-SITE ENERGY GENERATION - SOLAR, ARTS CENTER UPGRADES, EMOTIONAL SCREENER FOR HIGH SCHOOL STUDENTS FAMILY SERVICES OF SOUTHERN WISCONSIN AND NORTHERN ILLINOIS INC 416 COLLEGE STREET BELOIT WI 53511 390833966 501(C)3 50000 0 CHILDCARE KITCHEN FIRST PRESBYTERIAN CHURCH 17 N JACKSON ST JANESVILLE WI 53548 391225146 CHURCH 10000 0 GENERAL SUPPORT FISCC INC - FRIENDS OF THE WOODMAN'S CENTER 20 S MAIN ST STE 11 JANESVILLE WI 53545 923967306 501(C)3 122036 0 WOODMAN'S CENTER CAPITAL CAMPAIGN FOUNDATION FOR THE PRESERVATION OF 108 S JACKSON (FP108SJ) 108 S JACKSON STREET JANESVILLE WI 535483843 391824893 501(C)3 10533 0 ANNUAL ORG FEES, INSURANCE EXPENSES GENERAL FEDERATION OF WOMENS CLUB 1117 23RD STREET MONROE WI 53566 237426828 501(C)3 60000 0 CHRISTMAS STOCKING FUND SUPPORT GENEVA LAKE CONSERVANCY 398 MILL ST PO BOX 588 FONTANA WI 53125 391418947 501(C)3 8125 0 NATURE PRESERVE PROJECT GOOD SHEPHERD LUTHERAN CHURCH 118 E MASON STREET LENA IL 61048 362592109 CHURCH 15000 0 GENERAL SUPPORT GRANT COUNTY HUMANE SOCIETY 222 S ROOSEVELT ST LANCASTER WI 53813 474143085 501(C)3 33205 0 ENERGY RECOVERY VENTILATOR SYSTEM GREEN COUNTY FAMILY YMCA INC 1307 2ND STREET MONROE WI 53566 391405623 501(C)3 34547 0 CAPITAL CAMPAIGN, BUILDING SUPPORT, GENERAL SUPPORT GREEN COUNTY HISTORICAL SOCIETY PO BOX 804 MONROE WI 535660804 396060539 501(C)3 43000 0 PAINTING AND REPAIRS OF MUSEUM AND BETHEL SCHOOLHOUSE COUNTY OF GREEN N3152 STATE ROAD 81 MONROE WI 53566 396005699 GOVERNMENT 83297 0 RENOVATION COSTS, RESPITE CARE PROGRAM, HOME DELIVERED MEALS HEALTHNET OF ROCK COUNTY INC 113 S FRANKLIN ST JANESVILLE WI 53548 391778804 501(C)3 8094 0 GENERAL SUPPORT, ADVANCED CHIROPRACTIC EQUIPMENT CITY OF JANESVILLE 316 S MAIN ST JANESVILLE WI 535453971 396005473 GOVERNMENT 13137 0 GENERAL SUPPORT, FURNITURE, FIXTURES HOME OF OUR OWN INC W6159 LEGLER VALLEY RD NEW GLARUS WI 53574 833847091 501(C)3 10000 0 PRAIRIE HAUS/HOME OF OUR OWN SOUND ABATEMENT PROJECT INSPIRING COMMUNITY INC 190 MARKET STREET PLATTEVILLE WI 53818 822002935 501(C)3 49276 0 SUPPORT FOR AQUATIC CENTER IOWA-GRANT SCHOOL DISTRICT 498 COUNTY ROAD IG LIVINGSTON WI 53554 396026848 SCHOOL 5274 0 CLASSROOM SUPPLIES, FIELD TRIP, STUDENT EXCELLENCE AWARDS JANESVILLE PERFORMING ARTS CENTER INC 408 S MAIN ST PO BOX 8104 JANESVILLE WI 535478104 391963821 501(C)3 14150 0 GENERAL SUPPORT, BIKES, SPRING/SUMMER SEASON SUPPORT JAYCEES OF WISCONSIN FOUNDATION 1444 E NORTHLAND AVE APPLETON WI 54911 396124773 501(C)3 30000 0 GRANT COUNTY FAIRGROUNDS STAND IMPROVEMENT JOHN WAYNE BIRTHPLACE SOCIETY LTD 205 S JOHN WAYNE DR WINTERSET IA 50273 421207533 501(C)3 15000 0 GENERAL SUPPORT KANDU INDUSTRIES INC 15 PLUMB ST MILTON WI 53563 391023165 501(C)3 27500 0 GENERAL SUPPORT, BUILDING SUPPORT, EXCURSIONS LANCASTER ASSOCIATION OF CHURCHES 245 WEST ELM STREET LANCASTER WI 53813 470936907 501(C)3 15000 0 FOOD PANTRY SUPPORT LANCASTER COMMUNITY SCHOOL DISTRICT 231 N SHERIDAN ST LANCASTER WI 538131557 396002918 SCHOOL 41400 0 WEIGHT ROOM UPDATE, CHILDREN'S THEATER, BICYCLE HELMETS VILLAGE OF LENA 122 EAST MAIN ST LENA IL 61048 366005970 GOVERNMENT 8625 0 COMMUNITY PROJECT, CANOPY AND FRAME MAPLE STREET KIDS DAYCARE CENTER INC 925 W MAPLE ST LANCASTER WI 53813 391791960 501(C)3 8577 0 NEW OUTDOOR PLAY AREA UPDATES AND ADDITIONS MERRIMAC AND MAIN CENTER 115 W MERRIMAC ST DODGEVILLE WI 53533 934704765 501(C)3 15450 0 WEEKLY SENIOR CENTER PROGRAM MILTON COLLEGE PRESERVATION SOCIETY INC 513 COLLEGE STREET PO BOX 84 MILTON WI 53563 391482178 501(C)3 8211 0 GENERAL SUPPORT MILTON COMMUNITY ACTION GROUP INC PO BOX 171 MILTON WI 53563 391640238 501(C)3 30586 0 FOOD PANTRY PARKING LOT RENOVATIONS MINERAL POINT OPERA HOUSE 139 HIGH STREET PO BOX 228 MINERAL POINT WI 53565 263493573 501(C)3 35000 0 MARQUEE REPLACEMENT MINERAL POINT RAILROAD SOCIETY INC 11 COMMERCE STREET MINERAL POINT WI 53565 392003962 501(C)3 6836 0 HVAC SYSTEM MINERAL POINT UNIFIED SCHOOL DISTRICT 705 ROSS STREET MINERAL POINT WI 53565 396003468 SCHOOL 8100 0 CLASSROOM SUPPLIES, BOOKS, LIVESTREAMING EQUIPMENT MINNESOTA PUBLIC RADIO AMERICAN PUBLIC MEDIA 480 CEDAR ST 1ST FLOOR SAINT PAUL MN 55101 410953924 501(C)3 8500 0 GENERAL SUPPORT MONROE ARTS CENTER INC 1315 11TH STREET PO BOX 472 MONROE WI 535660472 391209502 501(C)3 61260 0 GENERAL SUPPORT, CHILDREN'S PERFORMACE PROGRAMS, MONROE THEATRE GUILD INC 910 16TH AVENUE MONROE WI 53566 391253448 501(C)3 6000 0 ROOF REPAIR NEW YORK WOMEN IN FILM AND TELEVISION INC PO BOX 55 KINGS PARK NY 11754 132983705 501(C)3 15000 0 SUPPORT FOR OLIVIA'S STORY NORTH CRAWFORD SCHOOL DISTRICT 47050 COUNTY ROAD X SOLDIERS GROVE WI 54655 396002176 SCHOOL 8584 0 GENERAL SUPPORT, BUILDING TEACHER CAPACITY, LIGHTING SYSTEM, PARKVIEW SCHOOL DISTRICT 106 W CHURCH STREET PO BOX 250 ORFORDVILLE WI 53576 396022258 SCHOOL 12366 0 CLASSROOM SUPPLIES, MACBOOKS, AUDIOMETER, STEM STORAGE PBS WISCONSIN FORMERLY WISCONSIN PUBLIC TELEVISION PO BOX 7929 MADISON WI 537077929 391447533 501(C)3 10410 0 PROGRAM SUPPORT PECATONICA AREA SCHOOL DISTRICT 704 CROSS STREET PO BOX 117 BLANCHARDVILLE WI 53516 396000997 SCHOOL 5967 0 CLASSROOM SUPPLIES, FIELD TRIPS, KITCHEN UPDATES PLATTEVILLE COMMUNITY ARBORETUM INC PO BOX 302 PLATTEVILLE WI 53818 201303033 501(C)3 10000 0 TRAIL LAND ACQUISITION PLATTEVILLE MAIN STREET PROGRAM INC 20 S FOURTH STREET B PLATTEVILLE WI 53818 391964461 501(C)3 6800 0 SENIOR NUTRITION PROGRAM, COMMUNITY GARDEN, ART PROJECT PLATTEVILLE SCHOOL DISTRICT 780 N SECOND STREET PLATTEVILLE WI 53818 366003910 SCHOOL 15358 0 CLASSROOM SUPPLIES, CLASSROOM FURNITURE, CHORAL COMMISSION PROJECT, CERAMICS EXPANSION PROGRAM RETIRED SENIOR VOLUNTEER PROGRAM OF ROCK COUNTY INC 2433 S RIVERSIDE DRIVE BELOIT WI 53511 391587220 501(C)3 10000 0 GENERAL SUPPORT ROCK COUNTY HISTORICAL SOCIETY 426 N JACKSON STREET JANESVILLE WI 53548 390825331 501(C)3 12331 0 GENERAL SUPPORT ROCK PRAIRIE MONTESSORI INC 5246 E ROTAMER ROAD JANESVILLE WI 53546 391782889 501(C)3 26346 0 GENERAL SUPPORT ROCK VALLEY COMMUNITY PROGRAMS 203 W SUNNY LANE RD JANESVILLE WI 53546 391438843 501(C)3 10000 0 HOMELESS VETERAN TRANSITIONAL HOUSING ROTARY BOTANICAL GARDENS 1455 PALMER DR JANESVILLE WI 53545 391775351 501(C)3 91398 0 GENERAL SUPPORT SAINT CLEMENT CATHOLIC PARISH 330 W MAPLE ST LANCASTER WI 53813 390826120 CHURCH 23350 0 CHROMEBOOKS AND LAPTOPS SAINT JOHN'S UNITED CHURCH OF CHRIST 1724 14TH STREET MONROE WI 53566 390841801 CHURCH 10147 0 GENERAL SUPPORT SCHOOL DISTRICT OF HILLSBORO 777 SCHOOL AVENUE PO BOX 526 HILLSBORO WI 54634 396002591 SCHOOL 5954 0 CLASSROOM SUPPLIES, SCIENCE CURRICULUM, CLASSROOM STORAGE SCHOOL DISTRICT OF JANESVILLE 527 S FRANKLIN STREET JANESVILLE WI 535484823 396002726 SCHOOL 38618 0 CLASSROOM SUPPLIES, SCHOOL AGED PARENT PROGRAM SUPPORT, PHOTOGRAPHY, BAGS OF HOPE FOOD PROGRAM EXPANSION SCHOOL DISTRICT OF MONROE DISTRICT ADMINISTRATION CENTER 925 16TH AVENUE SUITE 3 MONROE WI 53566 396003491 SCHOOL 54947 0 CLASSROOM SUPPLIES, MEDIA EQUIPMENT EXPANSION, FOOD PROGRAM SUPPORT, ATHLETIC DEPT SHOOTING MACHINES, DRY ERASE TABLES AND WHITE BOARDS SCHOOL DISTRICT OF NEW GLARUS 1701 2ND ST PO BOX 7 NEW GLARUS WI 535749636 396003657 SCHOOL 15671 0 CLASSROOM SUPPLIES, CONCERT BAND ALPHORNS, ROBOTICS, INTERPRETER HUBS FOR NON-ENGLISH SPEAKING STUDENTS SENIORS UNITED FOR NUTRITION 303 W CHAPEL ST SUITE 1400 DODGEVILLE WI 53533 391340771 501(C)3 9550 0 MEAL SERVICE SUPPORT SHULLSBURG SCHOOL DISTRICT 444 N JUDGEMENT ST SHULLSBURG WI 53586 396004487 SCHOOL 9695 0 ROBOTICS LAB, FIELD TRIPS SOUTHWEST OPPORTUNITIES CENTER INC 1600 INDUSTRIAL PARK RD PO BOX 207 LANCASTER WI 538130207 391627835 501(C)3 49335 0 PASSENGER TRANSPORT VEHICLES ST CLARE OF ASSISI CONGREGATION GREEN COUNTY WI INC 1760 14TH ST MONROE WI 53566 390854912 CHURCH 7500 0 GENERAL SUPPORT ST JOHN VIANNEY CATHOLIC CHURCH 1245 CLARK STREET JANESVILLE WI 53545 390927293 CHURCH 5012 0 GENERAL SUPPORT ST CLARE OF ASSISI CONGREGATION GREEN COUNTY WI INC 1416 20TH AVE MONROE WI 53566 390854912 CHURCH 5500 0 CLASSROOM SAFETY BLINDS ST WILLIAM CATHOLIC CHURCH 445 N ARCH ST JANESVILLE WI 53548 390928474 CHURCH 6700 0 GENERAL SUPPORT SWISS CENTER OF NORTH AMERICA INC 507 DURST ROAD NEW GLARUS WI 53574 391982514 501(C)3 55030 0 GENERAL SUPPORT, YOUTH GROUP PROGRAM, MUSEUM SOFTWARE THE ARC - GREEN COUNTY PO BOX 793 MONROE WI 53566 396066041 501(C)3 14701 0 SUPPORT TO SCHOOLS, TRANSPORTATION TICKETS, FAIRGROUND BLEACHERS PLATFORM, ACOUSTIC SOUND PANELS, POLICE AND SOCIAL WORKER TRAINING THE PRAIRIE ENTHUSIASTS 122 W JEFFERSON ST PO BOX 824 VIROQUA WI 54665 391601574 501(C)3 13750 0 PRAIRIE ENHANCEMENT, PROTECTING AND RESTORING ECOSYSTEM, CREATING AN ACCESSIBLE NATURAL AREA IN IOWA COUNTY TRI-COUNTY COMMUNITY CENTER INC 112 N SWIFT ST EDGERTON WI 53534 391385734 501(C)3 7688 0 CIRCUS FUN PROGRAM, ROLLER SKATES TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 020554654 501(C)3 40000 0 GENERAL SUPPORT TURNER HALL OF MONROE INC 1217 17TH AVE PO BOX 762 MONROE WI 53566 391460399 501(C)3 6915 0 GENERAL SUPPORT, RESTORATIONS UNION PRESBYTERIAN CHURCH 2707 - 5TH ST MONROE WI 53566 396094100 CHURCH 7500 0 GENERAL SUPPORT UNITED WAY OF WALWORTH COUNTY INC PO BOX 202 LAKE GENEVA WI 53147 391471340 501(C)3 10189 0 GENERAL OPERATIONS UNIVERSITY OF WISCONSIN FOUNDATION 1848 UNIVERSITY AVENUE MADISON WI 53726 390743975 501(C)3 8438 0 MEMORIAL SUPPORT UNIVERSITY OF WISCONSIN FOUNDATION-MILWAUKEE US BANK LOCKBOX 78807 MILWAUKEE WI 532780807 390743975 501(C)3 12000 0 SUPPORT FOR MATHIAS KOCH FUND VILLAGE OF BENTON 244 RIDGE AVE SUITE 101 BENTON WI 53803 396006208 GOVERNMENT 71201 0 COMMUNITY BUILDING PROJECT, PARK SWING, COMMUNITY CENTER, LIBRARY, MUSEUM, VILLAGE OF NEW GLARUS 319 2ND STREET PO BOX 399 NEW GLARUS WI 535740548 396006328 GOVERNMENT 795429 0 LIBRARY LAND PURCHASE, LIBRARY CONSTRUCTION COSTS, GENERAL SUPPORT, BOOKS YMCA OF NORTHERN ROCK COUNTY INC 221 DODGE STREET JANESVILLE WI 53548 390806368 501(C)3 8830 0 GENERAL SUPPORT YWCA ROCK COUNTY 1735 S WASHINGTON STREET JANESVILLE WI 53546 390808510 501(C)3 25341 0 GENERAL SUPPORT, PROGRAM SUPPORT 96 0 SCHOLARSHIPS FOR POST-SECONDARY EDUCATION 471 1207887 PART I, LINE 2: THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN CONDUCTS A DUE DILIGENCE PROCESS ON ALL APPLICANTS BEFORE GRANT FUNDS ARE DISBURSED. THE DUE DILIGENCE PROCESS VARIES AMONG THE FUNDS ADMINISTERED BY THE ORGANIZATION. SOME FUNDS REQUIRE A GRANT RECIPIENT TO INCUR ALLOWABLE EXPENDITURES AND SUBMIT APPROPRIATE SUPPORTING DOCUMENTATION BEFORE THE GRANTS FUNDS ARE DISBURSED WHILE OTHER FUNDS PERIODICALLY DISBURSE GRANT FUNDS UPON THE RECEIPT OF PROGRESS REPORTS FROM THE GRANT RECIPIENT. NO GRANT RECIPIENT CAN RECEIVE ANOTHER GRANT UNTIL ALL OUTSTANDING PROGRESS REPORTS ARE PROVIDED. SCHOLARSHIP FUNDS ARE DISBURSED DIRECTLY TO THE RECIPIENT'S EDUCATIONAL INSTITUTION ONCE ALL THE NECESSARY CRITERIA HAVE BEEN SATISFIED. X X X X 0 0 0 0 0 0 0 0 0 WYATT JACKSON PRESIDENT/CEO 134583 0 5000 0 0 0 8375 0 6523 0 154481 0 0 0 X 13 167303 QUOTED MARKET PRICES X AUCTION ITEMS 5 1058 COST/SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN B. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE PRESIDENT/CEO AND THE CFO AND A COPY OF THE RETURN IS MADE AVAILABLE TO ALL MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS SIGNED BY THE PRESIDENT/CEO OF THE GOVERNING BODY AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND KEY EMPLOYEES REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A STATEMENT THAT DISCLOSES ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE POLICY IS REVIEWED AND ANY INTERESTS ARE AGAIN DISCLOSED BEFORE ALL MEETINGS OF THE GRANT SELECTION COMMITTEE. THESE DISCLOSURES ARE REVIEWED BY THE PRESIDENT/CEO AND ARE MONITORED THROUGHOUT THE YEAR FOR ANY CONFLICTS THAT MAY ARISE. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S OR COMMITTEE'S DISCUSSIONS AND DECISIONS REGARDING THE RELATED TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE DIRECTORS ANNUALLY CONDUCT A PERFORMANCE EVALUATION OF THE PRESIDENT/CEO AND MAKE ANY RECOMMENDATIONS FOR COMPENSATION. THE DIRECTORS USE DATA FROM THE MOST RECENT COMPENSATION SURVEY PUBLISHED BY THE COUNCIL ON FOUNDATIONS TO DETERMINE THE PRESIDENT/CEO'S COMPENSATION. THE DIRECTORS ARE ALSO WELL DIVERSIFIED IN PROFESSIONS AND HAVE EXPERIENCE WITH CURRENT COMPENSATION LEVELS IN THE REGION. THE PRESIDENT/CEO'S COMPENSATION IS APPROVED BY THE MEMBERS OF THE GOVERNING BODY AS PART OF THE ANNUAL BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN FUNDS HELD FOR OTHER ORGANIZATIONS -393,931.